Plaid · 1 week ago
Account Executive - Banking and Wealth
United States
Full-time
Remote
Mid, Senior Level
$91K/yr - $120K/yr
5+ years expPlaid is a company dedicated to empowering the transformation of financial interactions through innovative tools and experiences. They are seeking an Account Executive to develop and lead enterprise deals while building strong relationships with banks to enhance digital consumer experiences.
BankingFinancial ServicesFinTech
Responsibilities
Identify potential customers and run the end-to-end sales process within our Banking and Wealth segment
Build and maintain relationships with Financial Institutions, from executives to product teams and developers; be viewed as a subject matter expert
Partner with our sales and marketing teams to define and execute our Banking and Wealth segment sales strategy
Work with our Product team, SEs and Account Managers to identify gaps in our solutions for Financial Institutions
Manage pipeline and accurately reflect the probability of close
Qualification
Required
5+ years of quota-carrying experience in a new-revenue role and a strong track record of closing deals
Strong prospecting, qualifying, and negotiating skills; consultative sales approach with a product-centric mindset
Experience working with sales development and deploying a vertical focused revenue strategy; strong preference towards those with prior experience in the Banking and Wealth vertical
Proven ability to interact and articulate complex solutions to all levels of a banking organization
Interest in financial services products and a desire to create strategic relationships that help our customers succeed
Excitement to work in a high-growth environment and to help build processes and tools as needed
Desire to get (more) technical and the ability to learn the ins and outs of Plaid's APIs
Company
Plaid
Plaid develops financial technology infrastructure that enables applications to connect with users' bank accounts and financial data.
501-1000 employees
H1B Sponsorship
Plaid has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (41)
2024 (41)
2023 (42)
2022 (53)
2021 (30)
2020 (11)
Funding
Current Stage
Late StageTotal Funding
$1.31BKey Investors
Franklin TempletonAltimeter CapitalGoldman Sachs Investment Partners
2025-04-03Series Unknown· $575M
2025-04-03Secondary Market
2023-10-19Series Unknown
Leadership Team
Zachary Perret
Co-Founder & CEO
Eric Sager
COO
Recent News
2026-01-25
2026-01-24
Crunchbase News
2026-01-23
Company data provided by crunchbase